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Back Dated Performance Reports
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Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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Fees
Implementation
Legal Services
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Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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Articles published by Vertex Inc.
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Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023
February 01, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High
January 24, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List
January 19, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax
January 17, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Withdraws Offer to Acquire Pagero
January 14, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces New Leadership with Three Strategic Appointments in Customer Success and Services, Tax Research and Global Talent
December 21, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Achieves Certified Integration with the Mirakl Marketplace Platform
December 18, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex, Inc. Announces Offer to Acquire E-Invoicing Leader Pagero
December 13, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Research Reveals Tax Professionals' Concerns Surrounding Risk Tolerance
November 14, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces Third Quarter 2023 Financial Results
November 09, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Partners with Shopify to Streamline Global Tax Compliance
November 06, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
SHOP
TSX:SHOP
VERX
Vertex Announces Strategic Partnership with Pagero
October 23, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce Third Quarter 2023 Financial Results on Thursday, November 9, 2023
October 16, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Appoints Chirag Patel as Chief Strategy Officer
October 05, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Reveals Marked Improvements for Customers Utilizing Indirect Tax Solutions on Oracle Cloud
October 03, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Present at Citi 2023 Global Technology Conference
August 31, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces Second Quarter 2023 Financial Results
August 09, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Indirect Tax Determination Solution Now an SAP Endorsed App on SAP® Store
July 20, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce Second Quarter 2023 Financial Results on Wednesday, August 9, 2023
July 17, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex 2023 Mid-Year Sales Tax Rates and Rules Report: New District Rate Changes Soared During First Half of 2023
July 13, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Indirect Tax Chain Flow Accelerator Achieves SAP® Certified Integration with RISE with SAP S/4HANA® Cloud
June 29, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Present at Upcoming Conferences
May 30, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Research Reveals Indirect Tax Compliance a Top Concern with Marketplace Operators and Sellers Looking to Keep Operational Challenges at a Minimum with Growing Demand for Cross-Border Sales
May 24, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces First Quarter 2023 Financial Results
May 10, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce First Quarter 2023 Financial Results on Wednesday, May 10, 2023
April 17, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces Fourth Quarter and Full Year 2022 Financial Results
March 08, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Research Identifies Marketplaces at Risk of Losing Sellers if Steps Aren’t Taken to Resolve Indirect Tax Challenges
February 23, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce Fourth Quarter 2022 Financial Results on Wednesday, March 8, 2023
February 13, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Recognized for Exceptional Customer Experience
February 09, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex 2022 Sales Tax Rates and Rules Report: Decline in Rate Changes Belies Increases Across Most Jurisdictions
January 24, 2023
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
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